John Michael Vinci - UBS Financial Services Inc.
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Zhong Wealth Management Group, a part of UBS Financial Services Inc., is dedicated to providing tailored financial solutions for ultra-high net worth clients, particularly those with international connections, especially in Asia. With a commitment to building long-term relationships, the team offers expertise in cross-border business, investment strategies, estate planning, and comprehensive private wealth management.
Led by Managing Director Joanne Zhong, who boasts over 15 years of experience in wealth management, the group emphasizes a solutions-oriented approach that caters to the unique needs and goals of each client. Supported by a knowledgeable team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group actively addresses complex financial needs through diligent service and a strong network of specialists.
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